| S道富SPYM |
| 2.52% | 1.51% | $1,557.3万 | 17.7万股 | $799.5万 | 10.4万股 | +7.3万股+69.66% | 加仓 |
| IiShares安硕信托IVV |
| 2.14% | 0.63% | $1,318.7万 | 1.8万股 | $333.7万 | 5,109股 | +1.2万股+244.65% | 加仓 |
 英伟达NVDA |
| 2.11% | 2.23% | $1,300.9万 | 6.5万股 | $1,181.1万 | 6.8万股 | -2,710股-4.00% | 减仓 |
| SSPDR道富系列信托SPTM |
| 1.95% | 2.08% | $1,201.4万 | 13.2万股 | $1,106.3万 | 14.0万股 | -7,602股-5.43% | 减仓 |
| V先锋领航指数基金VOO |
| 1.93% | 1.97% | $1,190.8万 | 1.7万股 | $1,047.7万 | 1.8万股 | -194股-1.11% | 减仓 |
| I景顺QQQ信托VOO |
| 1.93% | 1.86% | $1,190.4万 | 1.6万股 | $986.7万 | 1.7万股 | -930股-5.44% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.91% | 2.12% | $1,178.8万 | 1.6万股 | $1,124.0万 | 1.7万股 | -1,498股-8.67% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.77% | 2.1% | $1,094.5万 | 11.9万股 | $1,112.9万 | 12.1万股 | -2,011股-1.66% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.67% | 1.96% | $1,031.1万 | 6.8万股 | $1,042.1万 | 7.1万股 | -3,654股-5.12% | 减仓 |
 苹果AAPL |
| 1.35% | 1.24% | $830.9万 | 2.9万股 | $655.7万 | 2.6万股 | +2,876股+11.13% | 加仓 |
 迪尔DE |
| 1.34% | 1.41% | $828.5万 | 1.3万股 | $749.4万 | 1.3万股 | -242股-1.82% | 减仓 |
| S道富SPAB |
| 1.29% | 1.63% | $797.2万 | 31.2万股 | $864.5万 | 33.7万股 | -2.5万股-7.43% | 减仓 |
| IiShares安硕信托HYG |
| 1.29% | 1.57% | $796.5万 | 10.0万股 | $835.4万 | 10.5万股 | -5,395股-5.14% | 减仓 |
 美光科技MU |
| 1.26% | 0.48% | $775.8万 | 6,721股 | $255.8万 | 7,573股 | -852股-11.25% | 减仓 |
 微软MSFT |
| 1.17% | 1.39% | $719.6万 | 1.9万股 | $739.2万 | 2.0万股 | -676股-3.39% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.04% | 0.97% | $640.6万 | 1.8万股 | $516.8万 | 1.8万股 | +116股+0.64% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.03% | 1.16% | $633.9万 | 1.3万股 | $613.4万 | 1.3万股 | -132股-1.03% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.02% | 1.21% | $630.8万 | 3.0万股 | $640.5万 | 3.3万股 | -3,726股-11.16% | 减仓 |
| IiShares安硕信托IVW |
| 1.02% | 0.18% | $627.1万 | 4.6万股 | $97.3万 | 8,599股 | +3.7万股+430.27% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.01% | 0.14% | $623.8万 | 9.2万股 | $76.8万 | 1.3万股 | +7.9万股+595.16% | 加仓 |
| IiShares安硕信托LQD |
| 0.98% | 1.19% | $605.8万 | 5.6万股 | $633.0万 | 5.8万股 | -2,544股-4.38% | 减仓 |
| IiShares安硕信托IUSB |
| 0.9% | 0.19% | $555.2万 | 12.0万股 | $101.6万 | 2.2万股 | +9.8万股+446.97% | 加仓 |
| SSPDR黄金信托GLD |
| 0.88% | 1.21% | $542.0万 | 1.5万股 | $644.7万 | 1.5万股 | -271股-1.81% | 减仓 |
 礼来LLY |
| 0.83% | 0.36% | $511.2万 | 4,262股 | $192.0万 | 2,087股 | +2,175股+104.22% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.82% | 1.08% | $508.3万 | 10.1万股 | $572.7万 | 12.5万股 | -2.5万股-19.58% | 减仓 |
 博通AVGO |
| 0.8% | 0.67% | $492.6万 | 1.3万股 | $357.8万 | 1.2万股 | +1,479股+12.79% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.77% | 0.06% | $476.6万 | 1.3万股 | $32.7万 | 1.3万股 | +106股+0.82% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.76% | 1.22% | $470.5万 | 5.7万股 | $646.3万 | 7.8万股 | -2.1万股-26.80% | 减仓 |
 亚马逊AMZN |
| 0.75% | 0.68% | $465.5万 | 2.0万股 | $359.8万 | 1.7万股 | +2,255股+13.05% | 加仓 |
 谷歌AGOOGL |
| 0.74% | 0.61% | $454.3万 | 1.3万股 | $325.3万 | 1.1万股 | +1,400股+12.38% | 加仓 |
| IiShares安硕信托EEM |
| 0.73% | 0.7% | $449.7万 | 6.6万股 | $369.5万 | 6.5万股 | +666股+1.02% | 加仓 |
| IiShares安硕信托REM |
| 0.72% | 0.84% | $443.6万 | 20.1万股 | $448.3万 | 20.9万股 | -7,632股-3.66% | 减仓 |
| VVALUED ADVISERS TRMBSF |
| 0.71% | 1.47% | $436.7万 | 17.0万股 | $782.5万 | 30.7万股 | -13.7万股-44.55% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.7% | 0.81% | $430.9万 | 4.1万股 | $428.6万 | 4.4万股 | -2,648股-6.00% | 减仓 |
 特斯拉TSLA |
| 0.65% | 0.7% | $403.1万 | 9,583股 | $373.9万 | 1.0万股 | -474股-4.71% | 减仓 |
| AALPS ETF信托AMLP |
| 0.65% | 0.75% | $400.7万 | 7.7万股 | $399.4万 | 7.6万股 | +1,425股+1.88% | 加仓 |
 摩根大通JPM |
| 0.64% | 0.66% | $396.7万 | 1.2万股 | $348.2万 | 1.2万股 | +282股+2.38% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.64% | 0.66% | $394.3万 | 22.2万股 | $349.2万 | 22.3万股 | -698股-0.31% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.61% | 0.64% | $376.0万 | 7.3万股 | $339.4万 | 7.2万股 | +255股+0.35% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.59% | 0.11% | $365.1万 | 1.6万股 | $60.3万 | 2,858股 | +1.3万股+462.70% | 加仓 |
| IiShares安硕IEMG |
| 0.59% | 0.4% | $363.5万 | 4.4万股 | $211.9万 | 3.0万股 | +1.3万股+44.41% | 加仓 |
 切尼尔能源LNG |
| 0.57% | 0.8% | $354.8万 | 1.5万股 | $426.7万 | 1.5万股 | -192股-1.28% | 减仓 |
| S道富SPYV |
| 0.57% | 0.45% | $350.8万 | 5.8万股 | $237.0万 | 4.2万股 | +1.6万股+37.78% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.56% | 0.33% | $346.2万 | 2.2万股 | $174.2万 | 1.4万股 | +8,241股+60.43% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.54% | 0.6% | $335.9万 | 2.8万股 | $320.0万 | 3.3万股 | -4,455股-13.63% | 减仓 |
 威廉姆斯WMB |
| 0.52% | 0.6% | $324.0万 | 4.4万股 | $318.3万 | 4.4万股 | -151股-0.35% | 减仓 |
 EntergyETR |
| 0.52% | 0.58% | $319.1万 | 2.8万股 | $305.2万 | 2.7万股 | +617股+2.27% | 加仓 |
| IiShares安硕信托IEFA |
| 0.5% | 0.49% | $311.5万 | 3.2万股 | $257.9万 | 2.8万股 | +3,766股+13.22% | 加仓 |
| B贝莱德ETF信托CORO |
| 0.49% | — | $304.8万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| F第一信托交易所交易基金RDVY |
| 0.48% | 0.52% | $298.4万 | 3.7万股 | $273.7万 | 4.0万股 | -3,269股-8.15% | 减仓 |
